IFWM
TDS icon

Institute for Wealth Management’s Telephone and Data Systems TDS Stock Holding History

Institute for Wealth Management’s Portfolio TDS Stock Details TDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-43,450
Closed -$686K – 519
2022
Q2 		$686K Buy
43,450
+6,000
+16% +$107K 0.13% 191
2022
Q1 		$707K Buy
+37,450
New +$724K 0.11% 223

Other funds holding TDS

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Institute for Wealth Management's TDS Position: Q3 2022 in Review

Institute for Wealth Management sold out of Telephone and Data Systems (TDS) in Q3 2022, closing a stake of 43,450 shares — an estimated $686K sold.

Institute for Wealth Management first reported a position in TDS in Q1 2022 and held it in 2 quarters. The position peaked at $707K in Q1 2022. 233 funds tracked by Wall St. Rank hold TDS as of Q3 2022.

  • Institute for Wealth Management reported no remaining Telephone and Data Systems position as of Q3 2022 after selling out during the quarter.
  • Institute for Wealth Management sold 43,450 Telephone and Data Systems shares in Q3 2022, an estimated $686K.
  • Institute for Wealth Management first reported a position in Telephone and Data Systems in Q1 2022 and held it in 2 quarters.
  • Institute for Wealth Management's Telephone and Data Systems position peaked at $707K in Q1 2022.
  • 233 funds tracked by Wall St. Rank held Telephone and Data Systems as of Q3 2022.

Based on Institute for Wealth Management's 13F filing for Q3 2022, filed 18 Oct 2022.